Chauncey Rose Equipment Endowment Fund
Chauncey Rose Equipment Endowment Fund is a private foundation, based in TERRE HAUTE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $187K. Net investment income was $189K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+0.0% YoY
Annual Giving
$187K
-6.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$187K
-6.8% YoY
Under IRS private-foundation payout rules, Chauncey Rose Equipment Endowment Fund reported a distributable amount of $203K for 2024 — the minimum it must pay out in qualifying distributions.
About Chauncey Rose Equipment Endowment Fund
Based on IRS filings
Chauncey Rose Equipment Endowment Fund is a private foundation, based in TERRE HAUTE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $187K. Net investment income was $189K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,506,048 | $3,504,536 | $3,590,675 |
| Revenue | $209,924 | $141,733 | $401,052 |
| Expenses | $208,412 | $227,872 | $417,060 |
| Qualifying Distributions | $189,427 | $203,107 | $394,400 |
| Net Investment Income | $189,066 | $124,213 | $383,121 |
| Distributable Amount | $202,991 | $187,227 | $200,857 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rose Hulman Institute of Technology ($187,227).
| Recipient | Purpose | Amount |
|---|---|---|
| Rose Hulman Institute of Technology Terre Haute, IN | Purchase Academic Equipment | $187,227 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| First Financial Bank NA | Trustee | 2 | $20,700 |
Frequently Asked Questions
How large is Chauncey Rose Equipment Endowment Fund?
As of 2024, Chauncey Rose Equipment Endowment Fund holds $3.5M in total assets with $210K in annual revenue. It awarded 1 grants totaling $187K in 2024.
Where does Chauncey Rose Equipment Endowment Fund operate?
Chauncey Rose Equipment Endowment Fund has awarded grants in Indiana.
What size grants does Chauncey Rose Equipment Endowment Fund award?
In 2024, Chauncey Rose Equipment Endowment Fund awarded 1 grants totaling $187K — an average of about $187K per grant, based on its IRS Form 990 filings.
How much is Chauncey Rose Equipment Endowment Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Chauncey Rose Equipment Endowment Fund reported a distributable amount of $203K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Chauncey Rose Equipment Endowment Fund's EIN?
Chauncey Rose Equipment Endowment Fund's EIN (Employer Identification Number) is 35-6564708. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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